Wells Fargo’s chief equity strategist says markets may look past near-term earnings softness as long as one pillar holds: sustained…
Browsing: hyperscalers
Amazon is in talks to make a major investment in OpenAI that could value the ChatGPT maker at more than…
Michael Burry is sharpening his criticism of how major tech companies use accounting tricks to conceal the true cost of…
“Big Short” investor Steve Eisman is responding to Michael Burry’s warning that hyperscalers are inflating their earnings by adjusting depreciation…
Billionaire Chamath Palihapitiya pushes back on a controversial claim that hyperscalers are using accounting techniques to inflate their profitability. Earlier…
A Wall Street veteran says investors calling today’s AI surge a repeat of the dot-com bubble are missing two foundational…
The chief executive of chipmaker AMD believes that AI giants doubling down on the infrastructure buildout are making the right…
A prominent tech strategist challenges Michael Burry’s warning that hyperscalers are committing a “modern era fraud” by extending chip depreciation…
Barclays rejects claims that artificial intelligence has inflated into another tech bubble, but the bank warns a far wider set…